There are four ways to add new clients into coreplus. If you are moving over to coreplus from another practice management system (welcome!), we have made the move easier for you by importing your clients to coreplus, just follow the steps in that article and we'll do the rest. Here are the three other ways.

Add a client: menu panel

1. From the Dashboard, click on the + symbol 


2. Enter the client details and click Create Client to save 

Add a client: client list

1. From the Client List, click on + New Client


2. Enter the client details and click Create Client to save 

Add a client: calendar

1. From the Calendar, double click into a time slot and click on New Client


2. Enter the client details and click Create Client to save and continue making appointment

Did this answer your question?